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iShares ESG Aware MSCI USA ETF
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Overview Fund Activity

511 hedge funds and large institutions have $15.7B invested in iShares ESG Aware MSCI USA ETF in 2021 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 294 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
511
Holders Change
+24
Holders Change %
+4.93%
% of All Funds
8.92%
Holding in Top 10
77
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.05%
% of All Funds
1.34%
New
61
Increased
294
Reduced
102
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.18B
2
BOI
Bank of Italy
Italy
$204M
3
Bank of America
Bank of America
North Carolina
$1.29B
4
Morgan Stanley
Morgan Stanley
New York
$685M
5
5L
55I LLC
Massachusetts
$250M

Top Sellers

1
MB
Mizuho Bank
Japan
$0
2
BRC
BHF RG Capital
Arizona
$10.2M
3
FTUS
Flow Traders U.S.
New York
$0
4
CWS
Cypress Wealth Services
California
$17.7M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$77.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
251
Cambridge Trust
Massachusetts
$1.67M -$1.19M -12,055 -42%
FCA
252
FinTrust Capital Advisors
South Carolina
$1.65M -$54.7K -556 -3%
KA
253
Kovack Advisors
Florida
$1.5M +$268K +2,718 +22%
UCFA
254
United Capital Financial Advisors
Texas
$1.44M -$259K -2,629 -15%
QPWM
255
Quadrant Private Wealth Management
Pennsylvania
$1.44M +$101K +1,025 +8%
GAM
256
Gould Asset Management
California
$1.42M +$26.1K +265 +2%
RF
257
RHS Financial
California
$1.41M +$643K +6,533 +83%
VC
258
Veracity Capital
Georgia
$1.4M -$1.68M -17,040 -55%
SIM
259
Seaview Investment Managers
Florida
$1.4M +$297K +3,019 +27%
FHC
260
First Heartland Consultants
Missouri
$1.35M +$169K +1,715 +14%
MWA
261
MFA Wealth Advisors
Pennsylvania
$1.35M – – –
GFPC
262
Global Financial Private Client
Florida
$1.34M +$933K +9,431 +227%
BFA
263
Beacon Financial Advisory
Ohio
$1.33M +$142K +1,444 +12%
1WM
264
1900 Wealth Management
Texas
$1.33M +$1.33M +13,488 New
Wealth Enhancement Advisory Services
265
Wealth Enhancement Advisory Services
Minnesota
$1.32M +$68.1K +682 +5%
A
266
AdvicePeriod
California
$1.29M +$51.4K +522 +4%
FG
267
Foster Group
Iowa
$1.27M +$224K +2,279 +21%
LFA
268
Legacy Financial Advisors
Kentucky
$1.27M -$15.7K -159 -1%
WLIM
269
White Lighthouse Investment Management
Massachusetts
$1.26M +$91K +924 +8%
IWM
270
IHT Wealth Management
Illinois
$1.26M +$168K +1,709 +15%
VWA
271
V Wealth Advisors
Kansas
$1.22M +$263K +2,668 +27%
OFG
272
OmniStar Financial Group
North Carolina
$1.2M -$86.3K -877 -7%
TFO
273
Tarbox Family Office
California
$1.18M – – –
Rockefeller Capital Management
274
Rockefeller Capital Management
New York
$1.18M +$214K +2,175 +22%
WFC
275
Western Financial Corp
California
$1.17M +$531K +5,395 +83%
9 10
11
12 13